Financial Counselors Inc’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-51,293
| Closed | -$5.19M | – | 494 |
|
|
2025
Q1 | $5.19M | Buy |
51,293
+4,936
| +11% | +$499K | 0.08% | 193 |
|
|
2024
Q4 | $5.23M | Sell |
46,357
-65
| -0.1% | -$7.34K | 0.08% | 193 |
|
|
2024
Q3 | $4.88M | Sell |
46,422
-400
| -0.9% | -$42K | 0.07% | 199 |
|
|
2024
Q2 | $3.91M | Buy |
46,822
+10,333
| +28% | +$862K | 0.06% | 204 |
|
|
2024
Q1 | $3.17M | Sell |
36,489
-280
| -0.8% | -$24.4K | 0.05% | 221 |
|
|
2023
Q4 | $3.07M | Sell |
36,769
-95
| -0.3% | -$7.94K | 0.05% | 226 |
|
|
2023
Q3 | $2.29M | Sell |
36,864
-466
| -1% | -$28.9K | 0.05% | 247 |
|
|
2023
Q2 | $2.27M | Sell |
37,330
-2,834
| -7% | -$173K | 0.05% | 241 |
|
|
2023
Q1 | $2.32M | Buy |
40,164
+976
| +2% | +$56.3K | 0.05% | 232 |
|
|
2022
Q4 | $3.27M | Sell |
39,188
-60
| -0.2% | -$5.01K | 0.07% | 209 |
|
|
2022
Q3 | $3.31M | Sell |
39,248
-365
| -0.9% | -$30.8K | 0.08% | 195 |
|
|
2022
Q2 | $3.41M | Sell |
39,613
-582
| -1% | -$50.1K | 0.08% | 195 |
|
|
2022
Q1 | $3.91M | Buy |
40,195
+307
| +0.8% | +$29.8K | 0.08% | 198 |
|
|
2021
Q4 | $4.23M | Sell |
39,888
-236
| -0.6% | -$25K | 0.09% | 200 |
|
|
2021
Q3 | $3.88M | Sell |
40,124
-275
| -0.7% | -$26.6K | 0.08% | 208 |
|
|
2021
Q2 | $3.76M | Sell |
40,399
-1,616
| -4% | -$150K | 0.08% | 204 |
|
|
2021
Q1 | $3.88M | Sell |
42,015
-7,448
| -15% | -$688K | 0.09% | 200 |
|
|
2020
Q4 | $3.41M | Sell |
49,463
-320
| -0.6% | -$22.1K | 0.09% | 205 |
|
|
2020
Q3 | $2.44M | Hold |
49,783
| – | – | 0.07% | 217 |
|
|
2020
Q2 | $2.57M | Buy |
49,783
+423
| +0.9% | +$21.8K | 0.08% | 210 |
|
|
2020
Q1 | $2.29M | Buy |
49,360
+660
| +1% | +$30.6K | 0.1% | 181 |
|
|
2019
Q4 | $3.34M | Hold |
48,700
| – | – | 0.12% | 175 |
|
|
2019
Q3 | $3.15M | Sell |
48,700
-1,369
| -3% | -$88.4K | 0.12% | 174 |
|
|
2019
Q2 | $3.3M | Buy |
50,069
+500
| +1% | +$32.9K | 0.13% | 165 |
|
|
2019
Q1 | $3.17M | Hold |
49,569
| – | – | 0.13% | 165 |
|
|
2018
Q4 | $3.02M | Sell |
49,569
-1,006
| -2% | -$61.3K | 0.15% | 164 |
|
|
2018
Q3 | $3.59M | Sell |
50,575
-625
| -1% | -$44.3K | 0.16% | 167 |
|
|
2018
Q2 | $3.9M | Sell |
51,200
-39,200
| -43% | -$2.99M | 0.18% | 153 |
|
|
2018
Q1 | $6.54M | Sell |
90,400
-4,153
| -4% | -$301K | 0.31% | 108 |
|
|
2017
Q4 | $6.8M | Buy |
94,553
+1,450
| +2% | +$104K | 0.31% | 111 |
|
|
2017
Q3 | $6.94M | Sell |
93,103
-450
| -0.5% | -$33.5K | 0.34% | 97 |
|
|
2017
Q2 | $7M | Buy |
93,553
+3,487
| +4% | +$261K | 0.35% | 99 |
|
|
2017
Q1 | $6.78M | Sell |
90,066
-630
| -0.7% | -$47.4K | 0.35% | 97 |
|
|
2016
Q4 | $6.99M | Buy |
+90,696
| New | +$6.99M | 0.37% | 88 |
|
|
2016
Q2 | $5.01M | Hold |
94,103
| – | – | 0.3% | 119 |
|
|
2016
Q1 | $4.86M | Sell |
94,103
-3,350
| -3% | -$173K | 0.3% | 117 |
|
|
2015
Q4 | $4.54M | Buy |
97,453
+500
| +0.5% | +$23.3K | 0.29% | 117 |
|
|
2015
Q3 | $4.93M | Hold |
96,953
| – | – | 0.34% | 105 |
|
|
2015
Q2 | $5.53M | Sell |
96,953
-200
| -0.2% | -$11.4K | 0.35% | 99 |
|
|
2015
Q1 | $5.14M | Sell |
97,153
-13,000
| -12% | -$688K | 0.32% | 105 |
|
|
2014
Q4 | $6.27M | Sell |
110,153
-2,936
| -3% | -$167K | 0.4% | 84 |
|
|
2014
Q3 | $6.17M | Hold |
113,089
| – | – | 0.43% | 74 |
|
|
2014
Q2 | $7.17M | Sell |
113,089
-1,268
| -1% | -$80.4K | 0.5% | 61 |
|
|
2014
Q1 | $7.4M | Sell |
114,357
-3,153
| -3% | -$204K | 0.53% | 52 |
|
|
2013
Q4 | $7.55M | Hold |
117,510
| – | – | 0.57% | 50 |
|
|
2013
Q3 | $6.39M | Sell |
117,510
-5,163
| -4% | -$281K | 0.53% | 56 |
|
|
2013
Q2 | $6.83M | Buy |
+122,673
| New | +$6.83M | 0.57% | 51 |
|